Services We Provide
Optimizing Equity Based Compensation
Custom planning with compensatory equity and stock options including early exercise of vested and unvested ISO's and NQSO's.
Business formation, re-organization and implementation strategy including qualification assessment.
Optimizing Tax Benefits for Holders of Qualified Small Business Stock
Income Tax Minimization for Closely Held & Family Business Owners
Formation, re-organization and pre and post transaction planning including stock v. asset sales. installment sales and employee stock ownership plans (ESOP's).
Tax Efficient Transfer of Wealth to Spouse, Children, other Family and Charity
Optimizing both the personal exemption and the unlimited marital deduction for estate and gift tax minimization and asset protection.
Active and passive strategies including private family foundations, charitable remainder trusts (CRT's), and donor advised funds (DAF's).